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Evergreen Capital Management’s RLI Corp RLI Stock Holding History

Evergreen Capital Management’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Sell
5,864
-2,777
-32% -$149K 0.01% 1127
2026
Q1 		$493K Buy
+8,641
New +$519K 0.01% 796

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's RLI Position: Q2 2026 in Review

Evergreen Capital Management reduced its RLI Corp (RLI) stake by 32% in Q2 2026, selling an estimated $149K and leaving 5,864 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1127.

Evergreen Capital Management first reported a position in RLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $493K in Q1 2026. 423 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Evergreen Capital Management held 5,864 shares of RLI Corp worth $346K as of Q2 2026.
  • Evergreen Capital Management sold 2,777 RLI Corp shares in Q2 2026, an estimated $149K.
  • RLI Corp made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1127 holding.
  • Evergreen Capital Management first reported a position in RLI Corp in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's RLI Corp position peaked at $493K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.